SCHG icon

Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

354 hedge funds and large institutions have $2.61B invested in Schwab US Large-Cap Growth ETF in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 151 increasing their positions, 100 reducing their positions, and 16 closing their positions.

Holders
354
Holders Change
+23
Holders Change %
+6.95%
% of All Funds
8.12%
Holding in Top 10
45
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.5%
% of All Funds
1.03%
New
43
Increased
151
Reduced
100
Closed
16
Calls
$1.38M
Puts
–
Net Calls
+$1.38M
Net Calls Change
-$452K

Top Buyers

1
FEG
1
Fund Evaluation Group
Ohio
$103M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$763M
3
MG
3
Mather Group
Illinois
$64.2M
4
FMP
4
Financial Management Professionals
Texas
$30.1M
5
FCI
5
Financial Counselors Inc
Kansas
$20.7M

Top Sellers

1
ACM
1
Alpha Capital Management
Texas
$13.2M
2
NWS
2
Newport Wealth Strategies
California
$9.7M
3
QAM
3
Q3 Asset Management
Michigan
$0
4
AI
4
Atria Investments
North Carolina
$8.71M
5
DWM
5
Destination Wealth Management
California
$430K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
76
SeaCrest Wealth Management
New York
$4.15M +$162K +17,128 +4%
LFPWM
77
Leicht Financial Planning & Wealth Management
New Jersey
$4.1M +$1.99M +209,080 +95%
CCM
78
Condor Capital Management
New Jersey
$3.89M -$19.6K -2,064 -0.5%
CCMG
79
Clark Capital Management Group
Pennsylvania
$3.78M +$3.78M +398,672 New
SIA
80
Starfire Investment Advisers
Michigan
$3.68M -$136K -14,344 -4%
ACM
81
AlphaStar Capital Management
North Carolina
$3.67M +$912K +96,240 +33%
CCA
82
Clearwater Capital Advisors
Illinois
$3.61M +$62.9K +6,640 +2%
WSTAM
83
Wilbanks Smith & Thomas Asset Management
Virginia
$3.46M +$24.4K +2,576 +0.7%
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$3.45M +$1.45M +153,200 +72%
DSN
85
D. Scott Neal
Kentucky
$3.36M +$1.57M +165,608 +88%
KM
86
Kalos Management
Georgia
$3.25M +$1.55M +156,288 +92%
STMM
87
South Texas Money Management
Texas
$3.24M -$106K -11,200 -3%
CA
88
Cetera Advisors
Colorado
$3.24M +$55.4K +5,848 +2%
AA
89
Advisory Alpha
Michigan
$3.1M +$356K +36,080 +13%
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$3.04M +$766K +80,904 +34%
PRS
91
Pinkerton Retirement Specialists
Idaho
$2.98M +$2.98M +315,008 New
OAJ
92
Ogorek Anthony Joseph
New York
$2.93M +$849K +89,656 +41%
SWP
93
Stratos Wealth Partners
Ohio
$2.92M -$571K -60,248 -16%
CMP
94
Courage Miller Partners
Virginia
$2.88M +$42.3K +4,464 +1%
IFWM
95
Institute for Wealth Management
Colorado
$2.86M -$22.1K -2,320 -0.8%
AF
96
Advisornet Financial
Minnesota
$2.8M +$282K +29,728 +11%
SPC
97
Sigma Planning Corp
Michigan
$2.65M +$4.32K +456 +0.2%
CCM
98
Coldstream Capital Management
Washington
$2.59M -$431K -45,472 -14%
OPA
99
Old Port Advisors
Maine
$2.57M +$2.57M +271,592 New
CA
100
Cambridge Advisors
Nebraska
$2.42M -$22K -2,320 -0.9%
2 3
4
5 6